Hello, we are a married couple with no children who are looking for 2010 tax service and advice for our future. I'm hoping we aren't too late to be able to get in and get help.

Ryan C

My wife and I are turning 50 this year and would like a professional evaluation of our retirement investments. Mostly 401Ks. Primarily interested in the following: 1. Should I be doing Roth and Supplementary Roth as well as my normal 401k? 2. How do we minimize the tax liability of our retirement savings. 3. How do we handle the pension situation at retirement? Lump sum or the annuity option? 4. Sound advice on these matters from an objective professional.

Mark P

Will need assistance on 2011 personal tax return. Someone that knows oil and gas indirect drilling costs tax requirements. Thank you.

Mike H

I have a start up business, need to get set up, learn quickbooks, tax requirements and discuss financing options.

Cindy P

I need help navigating the possible tax burden from a possible short sell or foreclosure.

A. M.

Need advise on tax preparation and planning. My wife passed and I dealing with insurance and pension that involves taxes.

James F

Hi I am seeking a CPA that specializes in real estate.

Matt M

I am looking for a CPA with expertise in business taxes and real estate investment taxes for an individual. This year I am also transitioning from individual to LLC and I am not sure how to do that.

Beverly T

I am considering a start up business and need assistance with creating the financial projections in the business plan.

Brian H

I have a small company and although we have had QuickBooks for two years now, I feel as though each employee has incorrectly been entering information and I would like to get some one on one tutoring for me the owner and CFO so that I can resolve these issues. Thanks.

Kristi R